Your busywork, handled by AI agents that actually ship.
For businesses doing $1M to $20M that want hours back without hiring an engineering team. We find what is worth automating, build it on tools you own, and keep it running.
- Web inquiry about a car accident caseIntake questions answered, conflict list run against Clio, consult offered for 2 PM.Done
- Client uploads medical recordsFiles renamed, saved to the matter folder and checked off the list.Done
- Missed call from a prospect, in SpanishText sent back in Spanish with a link to the intake form.Done
- New matter approvedEngagement letter drafted from your template.Waiting for Ms. Diaz to sign off
- Tenant texts in Spanish: “the AC stopped working”Ticket opened in AppFolio, HVAC vendor dispatched, tenant answered in Spanish.Done
- Vendor invoice arrives by emailMatched to the work order and coded to Unit 4B.Done
- Missed call from a prospective renterText sent back within a minute. Showing booked for Thursday at 2 PM.Done
- Lease renewal due for Unit 12Renewal letter drafted at the new rate.Waiting for Ana to approve
- Website quote request for home and autoDetails entered in EZLynx. Client asked for the missing VIN.Done
- Lender emails asking for proof of coverageRequest matched to the policy and routed to service with the details filled in.Done
- Carrier posts new policy documentsDownloaded and attached to the client in Applied Epic.Done
- Renewal due in 60 days, premium up 18%Flagged to remarket. Client email drafted.Waiting for Carla to approve
- Client emails 14 receipts and a bank statementRead, categorized and posted as drafts in QuickBooks.Done
- Six clients still missing their tax organizerPersonal reminders sent and Karbon tasks updated.Done
- Vendor bill arrives for a clientCoded and queued for payment approval.Done
- Unexplained $4,200 transferQuestion for the client drafted with the transaction attached.Waiting for Mike to review
- Monthly reports due for 9 clientsNumbers pulled from GA4 and the ad accounts. Summaries drafted.Done
- One account is 30% over its ad budget paceAccount manager alerted in Slack with the campaign named.Done
- New client signs the proposalFolders created, onboarding checklist and access requests sent.Done
- Client asks why leads dropped last weekReply drafted with the numbers behind it.Waiting for Jess to approve
- Zillow lead asks about 1420 Bay RoadAnswered in a minute, showing booked, lead added to Follow Up Boss.Done
- Contract signed on Unit 5CDeadlines on the calendar, inspection request sent.Done
- Old lead opens a listing email three timesAgent alerted with the lead’s history.Done
- New listing at 88 Palm AvenueListing description drafted from the agent’s notes.Waiting for Maria to approve
Automation that removes work, not adds dashboards
Custom-built on the major model APIs and connected directly to the tools your team already uses.
AI automation
AI automation services that take lead follow-up, document processing and data entry off your team. Custom code on Claude and OpenAI, in accounts you own.
Learn moreAI agent development
AI agent development services for businesses doing $1M-$20M: custom agents on the Claude and OpenAI APIs, connected to your tools, in accounts you own.
Learn moreWorkflow automation
AI workflow automation services that map, build and run your processes across QuickBooks, HubSpot and Microsoft 365, with a person approving key steps.
Learn moreAI implementation
An AI implementation consultant for $1M-$20M businesses: we pick the first project, connect AI to your tools, train your team and run it after launch.
Learn moreAI consulting
AI consulting services that find where AI pays off in your business, rank it by payback, and build it. Consultant and build team in one.
Learn moreAI agents
AI agents for small and mid-size businesses that answer leads, sort inboxes, read documents and follow up in your tools, with a person approving key steps.
Learn moreStart small, prove it, then scale
Audit
We map your workflows and rank every automation by payback.
Pilot
One workflow live in two to four weeks, with a person approving its actions.
Expand
Once the pilot has paid for itself, we widen what it handles.
Run
We monitor, fix and improve monthly. You own every account and workflow.
Built for how your business actually runs
Fourteen industries we know well, from first inquiry to invoice.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Not sure where AI fits?
Take the 2-minute AI audit. You get your readiness level and the automations most likely to pay back for a business like yours.